See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,488 | $109,327+35.8% | $89,391+66.1% | $158,922-6.6% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 6.96% | 345.68%-338.7pp | 245.62%-238.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $3,272 | $3,170+3.2% | $2,586+26.5% | $4,761-31.3% |
| Participant deferral / active EE | $8,419 | $4,598+83.1% | $3,890+116.4% | $5,982+40.7% |
| Admin fee / account holder | $543 | $6,153-91.2% | $4,881-88.9% | $11,246-95.2% |